3 min read
Happy Monday from Philadelphia!
In this week's episode, we spend the bulk of our time talking about inflation. It has been one of the most frequent questions we have received recently. When you Google search, "Is inflation coming?", you seem to find that for every alarmist article citing inflation fueled market crash is imminent, there is another article suggesting that there is nothing to worry about. We break down some of the top reasons for both arguments to help our listeners understand some of the dynamics at play.
Big picture, however, inflation and rates will have to normalize at some point. Those who have investment horizons of 10 years or less until retirement will want to be very vigilant in how their investments are allocated. Asset allocations may need to adjusted in more seemingly novel ways to be able to earn the required rate of return to get some individuals to the finish line. We dive in.
We also casually chat about why we love Roku and how they make money, and why the stock's massive valuation MAY be justifiable!
Articles Mentioned:
Inflation Fears are Overblown- Bloomberg
Larry Summers Is Wrong About Biden’s $1.9 Trillion Splurge. Ask Japan
3 REASONS TO EXPECT STUCKFLATION
nvestors are pricing in inflation for 2021. Here’s why it’s likely to be a mirage
JPMorgan’s market guru Kolanovic sees an outsized move in energy stocks ahead
Why Warren Buffett and David Tepper are loading up on energy stocks